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HNWI Asset Allocation in Saudi Arabia 2015

HNWI Asset Allocation in Saudi Arabia 2015

Synopsis

This report provides the latest asset allocations of Saudi Arabia HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Saudi Arabia HNWIs to 2019 and a comprehensive and robust background of the local economy.

Summary

  • This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Saudi Arabia.
  • The report focuses on HNWI performance between the end of 2010 and the end of 2014. This enables us to determine how well the country's HNWIs have performed through the crisis.
Scope
  • Independent market sizing of Saudi Arabia HNWIs across five wealth bands
  • HNWI volume and wealth trends from 2010 to 2014
  • HNWI volume and wealth forecasts to 2019
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Insights into the drivers of HNWI wealth
Reasons To Buy
  • The HNWI Asset Allocation in Saudi Arabia 2015 is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the database comprises dossiers on over 60,000 HNWIs from around the world.
  • With the wealth report as the foundation for our research and analysis, we are able obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions we cover.
  • Report includes comprehensive forecasts to 2019.
Key Highlights
  • In 2014, real estate was the largest asset class for Saudi Arabian HNWIs with 30.9% of total HNWI assets. It was followed by business interests with 22.3%, equities with 19.1%, cash and deposits with 13.5%, alternatives with 11.9%, and fixed-income with 2.2%.
  • Equities, real estate and business interest grew during the review period, at respective rates of 33.9%, 49.3% and 28.8%.
  • Alternative assets held by Saudi Arabian HNWIs decreased during the review period, from 12.8% of total HNWI assets in 2010 to 11.9% in 2014; HNWI allocations to commodities also decreased, from 3.3% of total assets in 2010 to 2.9% in 2014.
  • Over the forecast period, WealthInsight expects allocations in commodities to fall further to 2.4% of total HNWI assets by 2019, as global liquidity tightens due to a forecast near-term drop in demand from China for raw materials. This is expected to cause global commodity prices to flatten out.
  • As of 2014, Saudi Arabian HNWI liquid assets valued US$108.8 billion, representing 34.9% of total wealth holdings.


  • Introduction
    • Details of this Report
    • Definitions
      • Table HNWI Wealth Band and Group Definitions
  • Executive Summary
  • Wealth Sector Fundamentals
  • Distribution of Wealth in Saudi Arabia
    • HNWI Volume and Wealth Trends
  • Analysis of Saudi Arabian HNWI Investments
    • Analysis by Asset Class
      • Table Saudi Arabian Allocations of HNWI Assets (%), 2010-2019
      • Table Saudi Arabian HNWIs - Holdings Growth (%), 2010-2019
      • Trends in alternative assets
        • Table Saudi Arabian HNWI Alternative Asset Composition (%), 2010-2019
        • Table Saudi Arabian HNWI Trends of Investments in Alternative Assets (%), 2010-2019
      • Trends in `art, wine and wheels'
        • Table Saudi Arabian Trends in `Art, Wine and Wheels', 2010-2014
      • Trends of investment in real estate
        • Table Global Prime Real Estate Prices per m2 (US$), 2014
      • Trends of investment in cash and deposits
      • Trends of investment in fixed-income
      • Investment trends in equity
      • Investments trends in business interests
    • Analysis of Foreign Investments
      • Table Saudi Arabian HNWI Foreign Investment Allocations (%), 2010-2019
      • Investments in Europe
      • Investments in North America (including the US, Mexico and the Caribbean)
      • Investments in Asia-Pacific
      • Investments in South America
      • Investments in the Middle East
      • Investments in Africa
    • Alternative Breakdown: Liquid vs. Investable Assets
      • Table Saudi Arabian HNWI Liquidity Breakdown (US$ Billion), 2010-2019
      • Table Saudi Arabian HNWI Liquidity Breakdown (%), 2010-2019
    • Analysis of Saudi Arabian UHNWI Investments
      • Table Saudi Arabian UHNWI Allocations and Share of HNWI Assets (%), 2014
    • Key Drivers
      • SAR to US$ exchange rate
        • Table SAR to US$ Exchange Rate, 2010-2019
      • Real GDP growth
        • Table Saudi Arabian Real GDP Growth (%), 2010-2019
      • Per capita GDP
        • Table Saudi Arabian GDP Per Capita (US$), 2010-2019
      • Domestic market capitalization
        • Table Saudi Arabian Domestic Market Capitalization (US$ Billion), 2010-2014
      • Commodity index
        • Table Saudi Arabian Commodity Indices, 2010-2019
      • Foreign direct investment (FDI) - inflows and outflows
        • Table Saudi Arabian Foreign Direct Investments (US$ Billion), 2010-2019
      • Inflation rate
        • Table Saudi Arabian Inflation Rate (%), 2010-2019
      • Interest rate
        • Table Saudi Arabian Money Market Rate (%), 2010-2019
      • Balance of payments
        • Table Saudi Arabian Balance of Payments (US$ Billion), 2010-2014
      • Government debt
        • Table Saudi Arabian Government Debt as a Percentage of GDP (%), 2010-2019
      • Stock market performance
        • Table Saudi Arabian Stock Market Performance (Index), 2010-2014
    • Wealth Breakdowns
      • Table Saudi Arabian HNWI Wealth vs. GDP Ratio (%), 2010-2019
      • Table Saudi Arabia- Appendix One
      • Table Saudi Arabia - Appendix Two
  • About WealthInsight

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